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Technology Stocks : The Learning Company (TLC) -- Ignore unavailable to you. Want to Upgrade?

To: Bulldozer who wrote (5306)	8/14/1998 2:15:00 PM
From: paul richards	Respond to of 6318

michael miliken will buy CUC co's., TLc is full for this year. I also suspect TLC is suffering abit now because: 1) TLC has adopted a business plan which entails promotional mail in programs in order to sell product, which precludes any long term real growth. 2) growth is predicated on a generally optimistic retail environment, and retail has been flat lately. 3)because of the large convertible share deals, holders are waiting for performance. if TLC drops the ball, they'll bail out fast. 4)revenue numbers are still suspect, especially because TLC refuses to use the phrase "net revenues" on the op stmt. I also suspect the revenue numbers are a function of estimated flow thru's therefore subject to large returns.

To: Bulldozer who wrote (5306)	8/14/1998 2:29:00 PM
From: Not a Short	Respond to of 6318

Low Cost trend. Not a Short - good points. But I was not insinuating that this MediaGX was the end all product to capture low-end sales. Merely pointing out what you state as well - we're on our way to very affordable PCs (Intel and otherwise) and this bodes extremely well for TLC. Bulldozer I think the trend is good for TLC. #1 in 3 of 4 categories after BROD merger and #2 in the 4th category is strong. Pricing of old products won't get higher but volume will. Also TLC is pulling new price points out of their hat with Titles like National Geographic 109 years that will sell easily for $140 a set. Who cares if the $35 Reader Rabbit title drops to $20 if TLC keeps releasing and selling $100+ products? I like the trend of the Sub-0 PC and continue to recommend that people buy reasonably priced PCs but I have a personal gripe with MediaGX problems.